Dynamic Planner provides financial planning technology designed to support advisers in delivering compliant, client-focused advice. One of its core strengths lies in its report generation capabilities, which aim to simplify the presentation of financial plans and ensure clients receive clear, accessible documentation. The system is built to meet regulatory expectations, including Consumer Duty, while enhancing client understanding and engagement.

Dynamic Planner’s reporting tools are embedded within its wider financial planning suite. Reports are generated using data collected through digital fact finds and integrated platform feeds, including valuations of pensions and investments. Advisers can export reports in multiple formats, including PDF and Word, and distribute them via the Dynamic Planner app or other secure channels.